Market briefings looking back at September
A selection of articles, written by our expert investment writers that cover the markets looking back through September.
Adviser-Hub 10th Oct 2025
The impact of AI on fixed income
The impact of AI on equity markets has been widely interrogated. The impact for bond markets is more complex. Corporate bond investors need to look at the impact on individual companies and their a...
Scottish Mortgage: Digital Conference Q&A
From an AI bubble to Bitcoin exposure, the Scottish Mortgage managers tackle the topics on shareholders’ minds.
Baillie Gifford 10th Oct 2025
Emerging markets: are you missing the point?
Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance.
Baillie Gifford 9th Oct 2025
The Fed’s risk-management pivot: a green light for equities
A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.
Ninety One 9th Oct 2025
The Week: Takaichi: Abe 2.0?
Will Japan’s new Prime Minister revive the country’s economy? The Nikkei hit new highs, the yen weakened, and long bond yields rose on the appointment of Sanae Takaichi Takaichi...
Adviser-Hub 9th Oct 2025
Global updates: “No risk-free paths”
Interest rates took centre stage in September as the US Federal Reserve (Fed) finally delivered a much-anticipated cut of 25 basis points.
Dilemma for strategic bond managers in choppy fixed income markets
Ostensibly, there is plenty of opportunity in bond markets, with yields high across the world. Howe...
Aberdeen Investments | The step-out-of-cash solution
Aberdeen Investments explain why the Short Dated Enhanced Income strategy could be worth considering for investors looking for a stable ‘step out of cash’ income solution.
Aberdeen Investments 8th Oct 2025
Baillie Gifford | Future Stocks: Our best private growth ideas
Investment specialist Rachael Callaghan introduces private companies BillionToOne, Stripe and Vinted, each answering modern-day problems with scalable growth-focused solutions.
Baillie Gifford 8th Oct 2025
Baillie Gifford | Future Stocks: Our best UK ideas
Investment specialist Chloé Darling-Stewart reveals why Autotrader, Moonpig and Genus are hidden growth treasures in the UK market.
Baillie Gifford | Future Stocks: Our best ideas in China
Investment specialist Ben Buckler breaks down our top picks in China from autonomous delivery (Meituan) to smart homes (Midea) and EV batteries (CATL).
Future Stocks: Our best private growth ideas
Future Stocks: Our best UK ideas
Future Stocks: Our best ideas in China
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